The Biggest Risk To Any Portfolio
“We recommend investing 50% of your life savings in Google stock.” I deliberately pause as I watch them squirm. I keep silent until they reply,
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“We recommend investing 50% of your life savings in Google stock.” I deliberately pause as I watch them squirm. I keep silent until they reply,
I was asked that last week during one of our monthly meetings. FZ MEMBER: “So I know last year wasn’t bad enough to pull out
In 12 months, the markets will be up or down. You’re welcome. Nothing else to see here. #alwaysbeinvested My crystal ball sucks, but my rearview
Your portfolio is like soap. The more you handle it, the less you have. Years like 2022 prove that. An article from Bloomberg detailed a
After 15 years as a financial planner, I’ve established an order of operations to get someone’s house in order. It starts by managing the risk
The Fed raised rates another 0.50% just like everyone expected and then Jerome Powell said the same thing he’s been saying for 6 months. What
Future San Francisco Giant, Aaron Judge (fingers crossed!) doesn’t wait to swing until a fastball is directly in front of him. A 95 mph fastball

If you are saving 20% of your income and investing it in a boring, long-term, buy-and-hold portfolio that’s well diversified with a professional-level asset allocation
It was day 6 of our trip. We had walked an average of 5 miles per day in 95 degrees. We had spent the last

I’ve got a $609 holiday gift to give every single one of you. Read on to claim it. Earlier this year, I ponied up for